Don't have anyone on your roster but still need to send a membership? Check out this article: How do I send my membership licenses?
If you have manually added a class member to your roster, you can send them a membership by clicking "Send Membership" next to their name on the "Members" tab.
Then, click “Send” to verify you want to use one of your remaining annual memberships.
Done! Your class member will receive an email with a link to activate their membership.
The class member will now be in the "Awaiting Membership Activation" status. You can check their status by looking at the dot color and message next to their name.
Here’s the thing—until your class member activates their membership, they can’t access financialpeace.com or any of the other amazing tools to help them win with money. No EveryDollar Plus. No Baby Steps app. No good.
Follow up with your class member and remind them to activate their membership so they can stay on track and work the Baby Steps even faster.
A word of caution: Once a membership has been sent, you can’t take it back, so double-check their email address before sending. If you accidentally put in the wrong email, please contact us.